NOLAN SECURITIES CORP.
Firm details
- Headquarters
- MONTEREY, Massachusetts
- CRD number
- 27984
- Registered since
- February 1, 1991
Firm profile
FINTRXOverview
Nolan Securities Corp. is organized as a corporation and is privately owned by an individual. FINTRX records show the firm registered with the SEC in 1991 and is classified as "Unclassified" in its database. The profile lists the firm as not engaging as a capital allocator, not operating as a multi-state adviser, not identifying as an active ESG investor, and not serving as a pension consultant or related adviser. FINTRX does not provide details on the firm's advisory activities, client segmentation, or fee model.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3BRUCE KELLY
CRD 1385457
EAMON KELLY
DirectorCRD 3254426
LEONARD SCHWALB
Registered Financial ProfessionalCRD 1061625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MONTEREY, MA
BERKSHIRE
Location
MONTEREY, MA
Headquartered in MONTEREY, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- BERKSHIRE
- Address
- 535 Main Rd
- Time zone
- ET (UTC-5)
- Office locations
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